Navigate to Transactions from the dashboard. 

Invoice Transactions

The Invoice tab under Transactions gives you a snap shot view of all transactions related to your invoices created and sent via Swipez. 

You can filter the different invoice transactions you want to review by defining the search criteria as per your requirements.

You can filter by date by selecting a data range in the Paid on field. You can also filter by the billing cycle by choosing the Billing cycle name from the drop-down list.

Choose a Invoice status from the drop-down list to filter the invoice transactions by their status. The different invoice statuses are Initiated, Paid online, Paid offline, Rejected, Failed, Refund, Charge back. For example, if you would like to review the invoice transactions that have been paid online , select the Paid online option from the drop-down list.

Click on the Search button to review the invoice transactions with your chosen filters. 

Payment links

To review the transactions made using Swipez's payment links, click on the Payment links option under Transactions.

You can filter by date and invoice status. Select an invoice status from the drop-down list to define your search. The different invoice statuses are Initiated, Paid onlineFailed, Refund, Charge back.

Click on the Search button to review the transactions with your chosen filters to get detailed information regarding payment link transactions.

Website

If you are using the Swipez website builder or have integrated our partner's payment gateway into your website or software you can review the related transactions. 

To know more about creating and hosting your company website on Swipez, read...

Review the details of all your Website transactions that customers have made on the Swipez dashboard. To review the transactions, click on the Website option under Transactions.

You can filter by date and invoice status. Select an invoice status from the drop-down list to define your search. The different invoice statuses are Initiated, Paid onlineFailed, Refund, Charge back.

Click on the Search button to review the transactions with your chosen filters to get detailed information regarding Website transactions.

Form Builder 

For customers that are using Swipez's form builder functionality to collect customer information and payments, the Form Builder tab allows you to view the details of the transactions through forms.

To review the transactions, click on the Form Builder option under Transactions.

You can filter by date and invoice status. Select an invoice status from the drop-down list to define your search. The different invoice statuses are Initiated, Paid onlineFailed, Refund, Charge back.

Click on the Search button to review the transactions with your chosen filters to get detailed information regarding Form Builder transactions.

Plans

If you are a service provider using the Plans feature of Swipez's billing solution you can review the related transactions under the Plans tab of Transactions.

Review the details of the transactions and payment collections from your customers. Click on the Plans option under Transactions and filter the reports by date and invoice status.

Select an invoice status from the drop-down list to define your search. The different invoice statuses are Initiated, Paid onlineFailed, Refund, Charge back.

Click on the Search button to review the transactions with your chosen filters to get detailed information regarding Plan based transactions.

To know more about how to add plans to help customers choose & pay for their services, read...